Retail Advisor Series

Advisors and Retirement

Highlighting the practices, activities, and attitudes of advisors across affiliation and other characteristics, this series explores key findings on how advisors position annuities and provide retirement income planning to their clients.

Explore the Series

Advisors
and Retirement

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Learn how investment advisors position annuities and provide retirement income planning to their clients.

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Retail Advisors:
Client Profiles

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Take an in-depth look at the pre-retiree and retiree clients of advisors active in the retail/individual retirement market.

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Navigating
Financial Futures

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Find out how financial advisors are providing retirement income planning services to their clients.

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Annuities and Advisors' Practices Report

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How will advisors’ use of annuities
change — and why?

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Client Profiles of Registered Reps of Broker/Dealers

Explore client characteristics and perspectives on annuities across different advisor affiliations.

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Broker-Dealers: Adapting to the Retirement Security Rule

LIMRA surveyed over 300 registered representatives of broker-dealers about the proposed new rule and how it would impact various aspects of their work. Find out what they had to say.

Advisors Weigh In: How to Increase Annuity Sales

Although annuity sales reached record highs in the last two years, investment advisor representatives who work for RIA firms sell few annuities. Read on to understand why.

Related Resources

Advisors and Retirement — Income Planning and the Role of Annuities

Learn how investment advisors position annuities and provide retirement income planning to their clients.

Impact of Financial Professionals on Retirement Security – Second Edition

Learn how advisors are providing retirement income planning, and the role annuities play in their practices.

Retirement Investors: Behaviors, Attitudes, and Financial Situations

LIMRA’s 2023 Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

Healthcare Cost Impact on Workplace Benefits

Discover how rising healthcare costs are reshaping workplace benefits—and how smarter strategies can protect budgets, employee well-being, and trust.

Risky Business: Managing Regulatory and Fiduciary Risk in Defined Contribution Plans

Today’s increasingly complex — and litigious — environment poses challenges for the employers who choose to sponsor a workplace retirement investment program, and for the financial advisors who counsel and guide them. This report explores how defined contribution (DC) advisors understand these risks, how they counsel their clients, and what they look for in terms of help from service providers.

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